Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
0.77%
6 Months
1.58%
0.72%
1 Year
−4.61%
7.26%
3 Years
—
15.71%
5 Years
—
16.27%
Since Inception
7.74%
18.01%
Fund Age
2 yrs 7 mo
7 yrs 11 mo
AUM
₹33.19 Cr
₹14,208.27 Cr
Alpha – 1 Year
−7.59%
2.54%
Alpha – 3 Years
—
3.62%
Information Ratio – 3 Years
—
0.79
Volatility – 1 Year
20.19%
16.69%
Volatility – 3 Years
—
15.09%
Beta – 1 Year
1.12
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.41
0.18
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.54%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.06%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 5% · M 31% · S 60%
L 68% · M 7% · S 24%
Number of Stocks
50
42
Portfolio P/E
39.07
25.76
Top 5 Holdings
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Capital Goods · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%